ADI Oracle AME Implementation Steps

Implementing Oracle

ADIC
(Abu Dhabi Investment Company)
Approval Management
This document includes a screen shot demonstration of Oracle® Approval
Management setup for Abu Dhabi Investment Company. It will help the IT
department in understanding how AME works and also in handling any changes
By: Akram Madkour
in the current business cycles.

ADDIC Oracle App
proval Managgement Impleementation SSteps

Orracle ® Approval Manageement
Seelf Service fo
or Human Reesources
(SSSHR 4.2)

ADDIC Impleme entation Ste
eps
Reelease 12
June 2008

Prepared By: Akram m Madkour P

Page 2 of 70
For Inquires: akram mmadkour@gmaail.com
oraclee@akrammadkour.com
AD proval Managgement Impleementation SSteps
DIC Oracle App

Co
ontents

Overview of Approvals .......................................................................................................................................................... 4
A
Approvals Pro ocess ............................................................................................................................................................. 4
ADDIC Self Servicce Functions w with approvall and notificattion details .................................................................................... 5
M
Mapping on t the applicatio on .............................................................................................................................................. 6
AMME setup step ps diagram ..................................................................................................................................................... 7
Implementing aapprovals and d notificationss for each fun nction ............................................................................................. 8
Common setup steps ............................................................................................................................................................ 9
01 ‐ Requeest for accomm modation in C Company Nam me ............................................................................................... 10
02‐ Bank A Account Numb ber for salary Transfer ........................................................................................................... 14
03‐ Businesss Travel Request ....................................................................................................................................... 15
04‐ Conference Requestt ............................................................................................................................................. 18
05‐ Accommodation Loaan ........................................................................................................................................... 24
06‐ Marital Status Change .......................................................................................................................................... 28
07‐ Spousee/Child Addition .......................................................................................................................................... 32
08‐ Requesst for Certificaate/Letter .............................................................................................................................. 36
09.1‐ Leavee Request (Haajj Leave, Com mpassionate LLeave, Materrnity Leave, Id ddah Leave, SStudy Leave) ................. 39
.
09.2‐ Leavee Request (Sicck Leave) ................................................................................................................................ 44
09.3‐ Leavee Request (An nnual Leave) ........................................................................................................................... 45
10‐ Training Request ................................................................................................................................................... 46
11‐ Training Appraisal ................................................................................................................................................. 53
12‐ Passpo ort Details .................................................................................................................................................... 56
Creeated Attributes .............................................................................................................................................................. 59
F
For the Confe erence Reque est ........................................................................................................................................... 59
Details of tthe function ccreated in thee package........................................................................................................... 60
F
For the Traini ing Request ................................................................................................................................................ 62
Details of tthe function ccreated in thee package........................................................................................................... 64
Approval Group ps ................................................................................................................................................................. 66
C
Created Appr roval Groups for ADIC ................................................................................................................................. 66
Common Probleems ............................................................................................................................................................. 67
Refferences ........................................................................................................................................................................... 69


Page 3 of 70
ADDIC Oracle App

Ov
verview o
of Approv
vals

Approvals proceesses enable you to decidee whether traansactions caarried out by SSSHR users need approval before they
aree submitted tto the HR tab bles. You can define different approvaal requiremen nts for differeent transactio
ons and vary
thee approval requirements aas required. FFor example, you can configure the wo orkflow proceesses so that the Address
parrt of Personal Information n requires app proval but thee Phone Num mbers part do oes not. Altern natively, you can vary the
Approvals requirements by responsibilityy so that records changed d by employeees would neeed approval but records
chaanged by maanagers would not. All ap pprovals mecchanisms useed in SSHR foollow the bassic approvals loop shown
bellow. The logicc checks whe ether the currrent approverr is the final aapprover in th he hierarchy. If the current approver is
nott the final ap
pprover, the application feetches the next approverr who then reeceives the approval
a notification. The
nexxt approver ccan either reje ect the transaaction, approve the transaaction, or retu urn the transaaction for corrrection.
Ap
pprovals P
Process
Approvals with Correction V4 4.0 is the default behaviorr for moduless in SSHR 4.0 aand above. WWithin the appprovals
pro
ocess, the app plication usess rules to generate a list off approvers fo
or the SSHR transaction. The way in wh hich the list is
gen
nerated depeends on the approvals mecchanism you aare using (seee Approvals M Mechanisms in SSHR). The default
appprovals proceess also includdes dynamic aapprovals as standard. Thee dynamic ap pprovals functtionality workks in two
parrts. One part is the self–se
ervice user intterface which h enables the initiating manager to add additional ap pprovers
andd/or notificattion recipients. You can alsso display thee approvers and limit the n
number of approval levels..
Thee second partt is an applicaation which generates the default approvers. This is either Oraclee Approvals M Management
(AM
ME) or a custo omizable PL/SQL package.. The dynamicc approval wo orkflow proceess then send
ds notification
ns to
appprovers and/o or notification recipients b
based on the approver list.
Revview and Con
nfirm:
Mo ost functions display the Review and Confirm pagees. The Revieew page dispplays a corressponding reggion for each
Weeb page section that you have updated d as part of tthe precedingg transaction. Inside each region is a list of current
dattabase and proposed transaction data. If you have cconfigured ap pprovals, you can enter ap pprovals comm ments in this
pagge. If you haave enabled the
t Dynamic Approvals fu unction, the user can seee the defaultt approval ch
hain and add
furrther approveers and notifiers. When th he user choosses the Subm mit button from the Review w page, the transaction is
commmitted to the Human Resources systtem or sent ffor approval. The Confirm m page is then displayed. The Confirm
pagge contains a a confirmatioon message describing
d th
he status of the
t transactio on. The userr can print a copy of the
subbmitted transsaction for th heir records iff required. Yo
ou can set up p the approvaal properties ffor a process by changing
thee activity leveel attributes fo
or the Review
w workflow fu unctions.

Page 4 of 70
ADDIC Oracle App

AD
DIC Self Service Fu
unctions w
with approval and notificatiion detaills

# Function Appprover Appprover Appprover FY

YI 1 FYII 2 F
FYI 3 FYI 4
1 2 3
01 Request forr Services HR Reequester A/P
P
accommodaation in Employee Em
mployee Employee
Company N Name

02 Bank Accouunt HR Reequester
Number forr salary Employee
Transfer

03 Business Travel Dire
ect Seccond Reequester
Request Sup
pervisor Suppervisor

04 Conferencee Dire
ect Seccond Reequester Serrvices
Request Sup
pervisor Suppervisor Employee
(in ccase
acco ommodatio
n orr ticket is
required)
05 Accommodation HR HR Reequester HR Employee A/P
A
Loan Employee Em
mployee E
Employee

06 Marital Stattus HR Reequester Meedical Card
Change Employee Employee

07 Child Additiion HR Reequester HR Employee Medical Card
M
Employee E
Employee
08 Request forr HR Reequester
Certificate//Letter Employee

09 Leave Requ uest Dire
ect Seccond HRR Reequester
.1 For Sup
pervisor Suppervisor Emmployee –
1‐ Hajjj Leave Then
2‐ Compassio Reassigned
natte Leave to HR
3‐ Maaternity
Dirrector,
Leaave
VP1 or VP2
4‐ Idd
dah
Leaave (if
5‐ Stu
udy reqquired)
Leaave
09 Leave Requuest Dire
ect Seccond HR
R Reequester
.2 For Sup
pervisor Suppervisor Em
mployee
1‐ Sicck Leave


Page 5 of 70
ADDIC Oracle App

09 Leave Requuest Dire
ect Seccond Reequester
.3 For Sup
1‐ An
nnual
Leaave

10 Training Request Dire
ect Higgher HRR Reequester HR Employee Direct
D Service
Sup
pervisor Suppervisor Em
mployee – S
Supervisor employee
Then (In case
Reassigned accommodatiio
to VP1 or n or ticket
required)
VP2 (if
req
quired)
11 Training Appraisal Dire
ect Higgher Reequester
Sup
12 Passport Deetails HR Reequester
Employee
Ma
apping on
n the appllication


Page 6 of 70
ADDIC Oracle App

AM
ME setup steps dia
agram

Rule 3

Con
nditions 2 A
Action

Attrributes 1 Acttion Types

Other… Jobs Po
ositions Supervisors Approval Group
Thee above diaggram is the building

b blockks of the app
proval managgement proceess. A rule iss a set of conditions and
acttions. An action will be taken in case aa specific condition is truee. The rule is what will acttually happen n if a specific
atttribute is trigggered.
Theere are two types of attrib
butes, even seeeded or attrributes that w we build accorrding to our rrequirement. An attribute
is the
t smallest building unitt of the rule.. Example of an attribute is the “HR__ABSENCE_TY
YPE_ID_SS”; it’s
i a seeded
atttribute which describes ID
D of the absen nce type. Attrributes are th hen linked to conditions; ffor example, a conditions
cann be as follow
ws “HR_ABSEN NCE_TYPE_ID D_SS = 60”.
If a
a specific condition is tru
ue (HR_ABSEENCE_TYPE_ID D_SS = 60), an action co
ould be taken n afterwardss if both the
con ndition and the
t action are in the samme rule. Thee action depeends on the action type,, it’s even yo
ou want the
sup pervisor to appprove, a person with a specific job,
s a
a specific ng less of his//her assignment or other
perrson regardin
typpes. When creeating the rule, the rule tyype depends o on the action type.

Page 7 of 70
ADDIC Oracle App

Im
mplementting appro
ovals and
d notificattions for e
each funcction

Aftter implemen nting Oracle® Approval Maanagement (seee Oracle_Self_SService_Implemeetation_Setps_FFor_Specific_Purrposes.pdf), we

will use “Appro
ovals Manage ement Administrator” annd “Approvals Manageme ent Business Analyst” to manage the
app proval a notification flows for each function (proceess). We will use the “Ap pprovals Man nagement Administrator”
only once to enable
e the FYI
F notificatioons. We will use “Approovals Managgement Business Analystt” to create
atttributes, cond
ditions, action
n types, appro
oval groups and rules.
Firsst, we are goiing to enable FYI notificatiions for the seeeded Oraclee Self Service transaction. B
By doing this,, we will be
ablle to send nottifications aftter approvals.
Patth: Approvalss Managemen
nt Administraator > Configu
uration Variab
bles
‐ n Resources”” from the transaction typee then click “G
Select ““Oracle Self Service Human Go”
‐ Change the Variable Name “Alloww For Your Infformation Nootifications” to “Yes”
‐ Apply”
Click “A

Page 8 of 70
ADDIC Oracle App

Co
ommon se
etup steps

Patth: Approval Managementt Business Analyst (Respon nsibility)

A. Create the attribute if required d (if you can’t find youur
requirement in the sseeded attrib butes). We’vee used seeded d
some of
o the seeded d attributes and created our own fo or
some fu unctions

B. Create approver gro oups and atttach them to o the desiredd
employee/employee es. Approval ggroups are crreated in casee
we neeed t specify a person or o a group of people to o
approvee. These emp ployees mustt be in the HR system and d
having aa user name aand password d

C. Create the conditio on. Conditions are insttances of an
attributte, which me eans; for one attribute there
t can bee
more th han one value e (more than one condition)
Examplle:
Attributte Name: HR_ _ABSENCE_TYYPE_ID_SS
Conditio on1: HR_ABSSENCE_TYPE__ID_SS = 10

D. Add acttion types acccording to the rule type, eeach rule typee
(List Creeation, List Modification,
M Post List App
prover Group p,
List Creeation Excepttion …) uses specific actiion type. Thee
action ttype is the link between th he people and d the rule.
Examples of seeded action typess:
o supervisory level: Used by b the “List Creation”
C rulee
type, and fro om it you can n choose how w many levels
of approverss do you wantt
o approval‐gro oup chain of authority: Used by the “LList Creation” rule type, an nd from it youu choose the
approval gro oup that you w want
o post‐chain‐o of‐authority aapprovals: Ussed by the “Post List Appro over Group” rule type, and d from it you
choose the aapproval grou up that will bee included aftter the peoplee in the list crreation
o final authorrity: Used byy the “List Modification” rule r type, fro hoose people that you’ve
om it you ch
defined in th he “List Modiffication” tab inside the con ndition

E. Define tthe rules. A ru ule is a set off conditions and actions. A An action will be taken in ccase a specificc condition is
true. Thhe rule is whaat will actuallyy happen if a specific attrib bute is triggerred.

Page 9 of 70
DIC Oracle App

01
1 Request for accom
mmodatio
on in Comp
pany Name
e
Request for Accom

mmodation in Company
C Name
e
Requesst for Nottification with

Accommodation in Submitted to Se
ervices Employee A
Approve No Apprroval/Rejection
Company Name to
o Requester
Yes
No
Request
R revised byy HR
Nootification with
Employee, checkks
A
Approve Y
Yes Appproval/Rejection
consolidated allowancce with
to A/P
A Employee
amount requeste ed
Rule details:
Two rules arre applied he
ere:

One includess the Approveer(s)
udes the Notified (FYI)
Second Inclu


Page 10 of 70
ADDIC Oracle App

Details of the Approver((S) rule
Details of th
he Notified (FYYI) rule

Page 11 of 70
ADDIC Oracle App proval Managgement Impleementation SSteps

Tessting the rule
es:
Fill in d
details and “A
Apply”

Page 12 of 70
ADDIC Oracle App

Th
he Review page with the
nd FYI list
approval an


Page 13 of 70
ADDIC Oracle App

02
2 Bank Acccount Num
mber for s
salary Transfer

Bank Account Number for salaary Transfer
Bank Accoun nt Notification with

w
HR
R Employee checkks
Number for sallary Submitted to HR Employee Appro
ove/Reject Approval/Reje ection
o
original Hard Copyy
Transfer to Reques ster
Rule details:
One rule is applie
ed here:
includes the App
prover(s)
Details of the Approver(S) rule

Page 14 of 70
ADDIC Oracle App

03
3 Business Travel R
Request

Busineess Travel Requ est
Notification with
w
Business Travvel
Submitted to Direct Sup
pervisor Approve No
o Approval/Reje ection
Request
to Reques ster
Yes
No
Second
Supervisoor Notification iss sent
Approve
reviews th
he Yess to Services Employee to
request take actio on
Rule details:
We
e’re using the
e Seed rule heere because bbusiness
travel is considered
d as a leave
By d
default it requiires supervisorr approval

Page 15 of 70

Tessting the rule
es:
Fill in tthe required
d details and
d click “Nextt”

Page 16 of 70
ADDIC Oracle App

The Review p
page with thee
approval list

Page 17 of 70
ADDIC Oracle App

04
4 Conference Reque
est
Connference Request
Notification with
w
Conference
e
Subm
mitted to Direct Sup
pervisor Approve No
o Approval/Reje ection
Request
to Requestter
Yes
No
Secondd Accommodation
A
Supervisoor Yes and/or ticket Notification iss sent
Approve
reviews th
he required to Services Emp ployee to
requestt take action
Acc. and/or Ticke
et required

Rule details:
Thrree rules are aapplied here:
Onee includes thee Approver(s))
Second Includes the Notified (FYI)
he Notified (FYI)
Thirrd Includes th
Detailss of the Approvver rule

Page 18 of 70
DIC Oracle App

Details of tthe Notified (FYI) 2 rule
In case A Accomm. is req quired
Created Atttribute‐see paage xxx
Details of the Notified (FYI) 2 rule
In case Tiicket is requireed
Created A
Attribute‐see page xxx

Page 19 of 70

Tessting the rule
es:
Fill in
n details and ““Apply”

Accommoda
A ation Required – No

Ticket Required ‐ No


Page 20 of 70
ADDIC Oracle App

The Review p
page with thee
approval aand FYI list

Page 21 of 70
ADDIC Oracle App

Fill in details an
nd “Apply”
Accommo
odation Req
quired – Yess
Ticket Req
quired ‐ No

Page 22 of 70
ADDIC Oracle App

TThe Review paage with the
approval annd FYI list

Page 23 of 70
ADDIC Oracle App

05
5 Accomm
modation L
Loan
Accoommodation Loaan
N
Notification Sent to A/P
HR Employee checks Employee
Accommo
odation
Submitted
S to HR Employee
E wance with
consolidated allow
Loa
an
amount reque ested
N
Notification sent to the
Payrroll Officer to take action
HR Employee (D Director)
Approve Yes Approve
e Y
Yes
receives the request Notification with
Approval/Rejectioon
to Requester
No
o N
No

Rule details:
Twwo rules are aapplied here:
:

Onne includes th
he Approver(s s)
Seecond Includees the Notified
d (FYI)


Page 24 of 70
ADDIC Oracle App

Detailss of the Approvver(S) rule
Details off the Notified ((FYI) rule

Page 25 of 70

Tessting the rule
es:

Fill in the requireed details and click
“Apply”


Page 26 of 70
ADDIC Oracle App

The Review page with thee
approval and FYI list

Page 27 of 70
ADDIC Oracle App

06
6 Marital Status Cha
ange
Marittal Status Change
e
HR Emplooyee Notification with

w
Marital Statu
us
Submitte
ed to HR Employee
e Checks the
e hard Approve Yes Approval/Reje ection
Change
copy to Requeste er
No
Notification is sent
s
to Medical Card Employee
E
to take actioon
Rule details:

Two rrules are appllied here:

One in
ncludes the A
Approver(s)

Secon
nd Includes th
he Notified (FYYI)


Page 28 of 70
ADDIC Oracle App

Details o
of the Notified (FYI) rule

Page 29 of 70

Tessting the rule
es:

Fill in details and “Next”


Page 30 of 70
ADDIC Oracle App

The Revview page witth the
approval and FYI llist


Page 31 of 70
ADDIC Oracle App

07
7 Spouse/
/Child Add
dition
Spou
use/Child Additio
on
HR Emplo oyee Notification with

h
Spouse/CChild
Submittted to HR Employe
ee Checks the
e hard Approve Yes Approval/Rejection
Addition
copy y to Requester
No
The Request is se ent

to
o Medical Card Emp ployee
to take action
The Request is se ent

tto Payroll Officer to
o take
action
(In case requester iss UAE
National)
Twoo rules are applied here:

Rule details: One includes the Approver(s)
Seco
ond Includes tthe Notified ((FYI)

Page 32 of 70
ADDIC Oracle App

Details o
of the Notified (FYI) rule

Page 33 of 70

Tessting the rule
es:

Fill in d
details and “Apply”


Page 34 of 70
ADDIC Oracle App

Th
he Review pagge with the
approval and
d FYI list


Page 35 of 70
ADDIC Oracle App

08
8 Requestt for Certifficate/Lettter
Request for Certificate/LLetter
HR
R Employee checks ks Notification with
w
Request fo or
Subm
mitted to HR Emplo
oyee reque
ested Certificate/Leetter Appro
ove/Reject Approval/Rejection
Certificate/Le
etter
and take action to Requeste er
Rule details:
One rule was creaated for this rrequest
Details of the Approver rule

Page 36 of 70

Tessting the rule
es:

F
Fill in details and “Apply”


Page 37 of 70
ADDIC Oracle App

The Review pagee with the
approver

Page 38 of 70
ADDIC Oracle App

09
9.1 Leave Request (
(Hajj Leave
e, Compasssionate Le
eave, Mate
ernity Lea
ave, Iddah Leave,
Stu
udy Leave
e)
uest (Hajj Leave, Compassionate Leave, Maternity Leave, Idda
Leave Requ ah Leave, Studyy Leave)
Nottification with
Leave Request Su
ubmitted to Direct Supervisor
S Approve No Apprroval/Rejection
to
o Requester
Yes
No No
Yes
HR Emplo oyee receives

Second Suppervisor receives Approve request andd reassigned to
Yes Approve
request and
a take action HR Directorr, VP1 or VP2 (if
Required)
Rule details:
Dettails of Hajj Leaave Approval

Page 39 of 70
ADDIC Oracle App

Dettails of Compasssionate Leavee Approval
D
Details of Mate
ernity Leave Ap
pproval


Page 40 of 70
ADDIC Oracle App

Details off Iddah Leave A
Approval
Details o
of Study Leavee Approval

Page 41 of 70

Tessting the rule
es: (For Studyy Leave as an example)

S
Selecting “Stu
udy Leave” as the
Abseence Type
N
Note: ABSEN CE_TYPE_ID is 67


Page 42 of 70
ADDIC Oracle App

The Review pagee with the
approvvals for the “SStudy Leave”
From the DEEFAULT SS Rulee
In requires Supervisor Appro
oval

This is added
d because of th
he
rule we’ve created in page 41

Page 43 of 70
ADDIC Oracle App

09
9.2 Leave Request ((Sick Leave
e)
Leave R
Request (Sick Leaave)
Nottification with
Leave Request
Submitted to Direct Supervisor Approve No Apprroval/Rejection
(Sick Leave )
to
o Requester
Yes
No
No Yes
Second Suppervisor receives Approve HR Emplo oyee receives

Yess Approve
request and
a take action request an
nd take action
Rule details:

Page 44 of 70
ADDIC Oracle App

9.3 Leave Request ((Annual Le
09 eave)
Leave Reequest (Annual Leave)
L
Nottification with
Leave Request
Submitted to Direct S
Supervisor Approve No Apprroval/Rejection
(Annua
al Leave)
to
o Requester
Yes
N
No
Second
S Supervisorr receives
Appro
ove Yes
request and take
e action
Rule details:


Page 45 of 70
ADDIC Oracle App

10
0 Training
g Request
Traaining Request
Notification with
No Approval/Re ejection
to Reques ster
Training Request
R Submitted to Direct Su
upervisor Approve Y
Yes
No
o
Notification is se
ent to Line
Yes Manage er
No Y
Yes
HR Employe ee Notification is se
ent to HR
Yes
receives requ
uest Officerr
Second Supervissor Yes and take actiion

Appro
ove and Reassig gn Approve
receives reques
st Services Emp ployee
to VP1 or VP P2
Yes (In case Accomm modation
and/or ticker re
equired)
Rule details:
Three rulles are applie ed here:

First is fo
or supervisor aapproval
Second iss approval AFFTER the supeervisor approvval
Third is aa notification AFTER all app provals
Fourth is a notificationn IF accommo odation is req
quired
Fifth is a notification IF ticket is req
quired


Page 46 of 70
DIC Oracle App

Fiirst is for supeervisor appro
oval
Seco
ond is approvval AFTER the supervisor approval
Third is a notification
n AFTER all ap
pprovals

Page 47 of 70
ADDIC Oracle App

Fourth
h is a notificattion IF accom
mmodation is required
Fifth iss a notification IF ticket is rrequired

Page 48 of 70

Tessting the rule
es:
Fill in detaails and “A
Apply”
Acco
ommodattion Required: No
o
Ticker R
Required: No

Page 49 of 70
ADDIC Oracle App

The Review page with h the
approoval and FYI lisst
In case: Acco
omm. and Ticcket are
no
ot Required

Page 50 of 70
ADDIC Oracle App

Fill in detaails and “A
Apply”

ommodattion Required: Yes
Acco

Ticker Required: Yes

Page 51 of 70
ADDIC Oracle App

The Revieew page with the
approvval and FYI lisst
In case: Acco
omm. and Ticcket are
R
Required

Page 52 of 70
ADDIC Oracle App

11
1 Training
g Appraisa
al
Traaining Appraisal
Nottification with
Training
g Appraisal Submitted to Direct S
Supervisor Approve No Apprroval/Rejection
to
o Requester
Yes
N
No
Yes
Second Supervvisor
Appro
ove
Receives requ
uest
Rule details:
O
One rules is ap
pplied
Details of the Appro
over(S) rule

Page 53 of 70

Tessting the rule
es:
Fill in detaails and “Ap
pply”


Page 54 of 70
ADDIC Oracle App

TThe Review paage with the
appro
oval

Page 55 of 70
ADDIC Oracle App

12
2 Passporrt Details

Paassport Details
Notification with
w
HR
R Employee checkks
Passport Deta
ails Submitted to HR Employee Appro
ove/Reject Approval/Reje ection
o
original Hard Copyy
to Reques ster
Rule details:
On
ne rules is ap
pplied
Detaills of the Appro
over(S) rule

Page 56 of 70

Tessting the rule
es:
Fill in deetails and ““Apply”


Page 57 of 70
ADDIC Oracle App

Th
he Review pagge with the
approvval

Page 58 of 70
ADDIC Oracle App

Crreated Atttributes
Fo
or the Con
nference R
Request

Page 59 of 70
ADDIC Oracle App

De
etails of th
he function
n created iin the pack
kage

FUNCTION get
t acc req for CR (p transactio
on id IN NUMB
BER) RETUR
RN VARCHAR2
2 IS
acc CR varch
har2(10);
begin
begi
in
SELECT pac.SEGMENT
T14
INTO acc CR
FROM per analysi
is criteria
a pac,
hr api tran
nsaction va
alues hatv
v,
hr api tran
nsaction st
teps hats,
hr api tran
nsactions hat
h
WHERE hat.TRANSAC
CTION ID = p transac
ction id
AND hat.TRANSAC
CTION ID = hats.TRAN
NSACTION ID
D
AND hats.TRANSA
ACTION STEP
P ID = hat
tv.TRANSACT
TION STEP ID
AND hatv.NUMBER
R VALUE = pac.ANALYS
p SIS CRITERI
IA ID;
EXCE
EPTION
WHEN
N no data found then
n return '0';
end;
;
RETU
URN acc_CR;
end get acc req for CR;

Page 60 of 70
ADDIC Oracle App

FUNCTION get
t ticket req for CR (p transac
ction id IN NUMBER)
N RE
ETURN VARCH
HAR2 IS
ticket CR va
archar2(10);
begin
begi
in
SELECT pac.SEGMENT
T15
INTO ticket CR
FROM per analysi
is criteria
a pac,
hr api tran
nsaction va
alues hatv
v,
hr api tran
nsaction st
teps hats,
hr api tran
nsactions hat
h
WHERE hat.TRANSAC
ction id
AND hat.TRANSAC
NSACTION ID
D
AND hats.TRANSA
ACTION STEP
P ID = hat
tv.TRANSACT
TION STEP ID
AND hatv.NUMBER
p SIS CRITERI
IA ID;
EXCE
EPTION
WHEN
n return '0';
end;
;
RETU
URN ticket CR;
end get ticket req for CR;


Page 61 of 70
ADDIC Oracle App

Fo
or the Tra
aining Req
quest

Page 62 of 70
ADDIC Oracle App


Page 63 of 70
ADDIC Oracle App

De
etails of th
he function
n created i
in the pack
kage

FUNCTION get
t ticket req for TR (p transac
ction id IN NUMBER)
N RE
ETURN VARCH
HAR2 IS
ticket tr va
archar2(10);
begin
begi
in
SELECT pac.SEGMENT
T8
INTO ticket tr
FROM per analysi
is criteria
a pac,
hr api tran
nsaction va
alues hatv
v,
hr api tran
nsaction st
teps hats,
hr api tran
nsactions hat
h
WHERE hat.TRANSAC
ction id
AND hat.TRANSAC
NSACTION ID
D
AND hats.TRANSA
ACTION STEP
P ID = hat
tv.TRANSACT
TION STEP ID
AND hatv.NUMBER
p SIS CRITERI
IA ID;
EXCE
EPTION
WHEN
n return '0';
end;
;
RETU
URN ticket tr;
end get ticket req for TR;
FUNCTION get
t acc req for TR (p transactio
on id IN NUMB
BER) RETUR
RN VARCHAR2
2 IS
acc tr varch
har2(10);
begin
begi
in
SELECT pac.SEGMENT
T9
INTO acc tr
FROM per analysi
is criteria
a pac,
hr api tran
nsaction va
alues hatv
v,
hr api tran
nsaction st
teps hats,
hr api tran
nsactions hat
h
WHERE hat.TRANSAC
ction id
AND hat.TRANSAC
NSACTION ID
D
AND hats.TRANSA
ACTION STEP
P ID = hat
tv.TRANSACT
TION STEP ID
AND hatv.NUMBER
p SIS CRITERI
IA ID;
EXCE
EPTION
WHEN
n return '0';
end;
;
RETU
URN acc_tr;
end get acc req for TR;

Page 64 of 70
ADDIC Oracle App

FUNCTION get
t trans sup
pervisor (p
( transact
tion id IN NU
UMBER) RET
TURN VARCHA
AR2 IS
trans super id varchar2(10);
begin
begi
in
SELECT PA
AAF.SUPERV
VISOR ID
INTO trans super
r id
FROM PER ALL ASS
SIGNMENTS F PAAF,
HR
R API TRAN
NSACTIONS HAT
H
WHERE HA
AT.TRANSAC
ction id
AND SY
YSDATE BET
TWEEN PAAF.EFFECTIVE
E START DAT
TE AND
PAA
AF.EFFECTI
IVE END DAT
TE
AND PA
AAF.PERSON
N ID = HAT.SELECTED PERSON ID;
EXCEPTION
WHEN no data found then retur
rn '0';
end;
;
RETU
URN trans super id;
end get trans supervisor;


Page 65 of 70
ADDIC Oracle App

Ap
pproval G
Groups
Crreated App
proval Grroups for A
ADIC
Wee have used the approval ggroups for casses that required approval or notification to be sentt to a particular
em
mployee.
Below are the approval groups created to
o meet ADIC’ss current busiiness requirem
ments.
Moost of the app
proval groupss that we’ve ccreated are “SStatic” which means it includes an emp ployee or a gro
oup of
em
mployees that we specify. W We have also created on ““Dynamic” ap pproval groupp with an SQL statement thhat gets the
direct superviso
or of a specificc transaction. Below are th
he details of tthis dynamic approval group.

Page 66 of 70
ADDIC Oracle App

Co
ommon Problems

Error

Unable to
o build the Sup
pervisor Hiera
archy, no persson record exxists with the person id 326
6 as of sysdate.
ystem Adminisstrator to corrrect the data issue.
Please contact your Sy

Cau
use
Thee employee aapplying for thhe leave doess not have a ssupervisor or one of the peerson in the ssupervisor hieerarchy is
terrminated. Beccause of this, the approvall process is afffected and hence the erro
or.
Sollution
1. The Sup pervisor hieraarchy must haave the persons who are employees and shouldn't have resigned.
2. If the Su
upervisor resiigns, then thee position sho
ould be occup
pied by a diffeerent person or the emplo
oyees should
be reasssigned to a diifferent Supervisor.
Acttion:
1. Query the employee
e that is linked
d to the terminated supervvisor using th
he “Enter and Maintain” fo
orm
2. Go the “Assignment”” then “Superrvisor” tab

Page 67 of 70
ADDIC Oracle App

3. Removee the current supervisor (aand use correction)OR Asssign a new supervisor to th his employee
4. If you updated the change the errror can still peersist
5. Save yoour settings
6. In the to
ool‐bar, go to
o View > Requ uest> Submit a new request> Single Req quest
7. Choose the request name “HRI Lo oad All Superrvisor Hierarcchies”
8. In the “Collect From Date” put the date from w which the system will begin to re‐build the superviso or hierarchy
9. In the “Full Refresh” choose “Yes”” (as in the beelow figure)
• Note: If you’’ve chosen “N No” the systemm will not cleear the alread dy created hieerarchy, so ch hoose “Yes”
in case you aare re‐building the hierarchy for cases like terminateed employeess


Page 68 of 70
ADDIC Oracle App

Re
eferencess

1‐ Oracle®® Approval Maanagement
Implementation Guid de
Releasee 12
Part No
o. B31622‐02
Decemb ber 2006

2‐ Oracle®® Approvals M
Management
Implementation Guid de
Releasee 11i
Part No
o. B25324‐01
May 2006

3‐ Approvaals Managem ment Responsibilities and SSetups in AMEE.B
An Oraccle White Pap
per
May 2007

4‐ Implementing Oracle
e® Self‐Servicce HR V4.2 on
n R12
Author:: Akram Madkkour

5‐ Creatingg a function inside a packaage
Author:: Akram Madkkour


Page 69 of 70
ADDIC Oracle App


Page 70 of 70

ADI Oracle AME Implementation Steps

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ADI Oracle AME Implementation Steps

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Prepared By: Akram m Madkour P

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# Function Appprover Appprover Appprover FY

Prepared By: Akram m Madkour P

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Thee above diaggram is the building

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Aftter implemen nting Oracle® Approval Maanagement (seee Oracle_Self_SService_Implemeetation_Setps_FFor_Specific_Purrposes.pdf), we

Prepared By: Akram m Madkour P

Prepared By: Akram m Madkour P

Request for Accom

Requesst for Nottification with

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Bank Account Number for salaary Transfer

Bank Accoun nt Notification with

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Busineess Travel Requ est

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Prepared By: Akram m Madkour P

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HR Emplooyee Notification with

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HR Emplo oyee Notification with

The Request is se ent

The Request is se ent

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HR Emplo oyee receives

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Second Suppervisor receives Approve HR Emplo oyee receives

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Second Supervissor Yes and take actiion

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